Adding Efficiency & Organization
to Your Business
Service Options
Unlock financial serenity with stress-free bookkeeping services.
Essential
Our Essential Package is designed for small business owners with simple books to keep finances organized and stress-free. We include monthly bookkeeping services to ensure your financial records are always up-to-date and accurate. At year-end, we take care of preparing and filing your 1099 forms, making tax season a breeze. Let us handle the numbers so you can focus on growing your business!
Streamline
Our Streamline Package builds on the Essential Package to provide even more comprehensive financial management. Along with monthly bookkeeping and year-end 1099 preparation, you also get reconciliation for multiple accounts and sales tax filing (if applicable). With our Streamline Package, every detail is managed, so you can focus on growing your business.
*Payroll & bill pay available a la carte.
Premium
Our Premium Package is ideal for larger businesses with complex needs. In addition to monthly bookkeeping, year-end 1099 preparation, multiple account reconciliation, and sales tax filing, we also focus on workflow process improvement and strategy to enhance efficiencies. You can rest assured that your financial management is in capable hands driving you and your business forward.
*Payroll & bill pay available a la carte.
QuickStart Package
Are you someone that just needs a little direction in getting your books started? Or perhaps you already have a QuickBooks account but need some assistance in getting things set up for your specific business?
Our QuickStart Package services include customizing QuickBooks based on your industry, setting up your chart of accounts, and creating efficient workflows so that you can get more done in less time. We also ensure that the bank accounts and credit cards you use for business transactions are properly linked for seamless integration.
Additionally, we offer in-depth DIY training videos to help you learn how to maintain your own books. These training videos provide detailed guidance on various bookkeeping tasks, empowering you to manage your financial records with confidence and precision.
QuickBooks Clean-Up
We thoroughly review your accounts, ensuring that all transactions are accurately recorded, properly categorized, and reconciled. We will identify any discrepancies, duplicates, or errors, and work diligently to rectify them.
By conducting a comprehensive account cleanup, we can help you regain control over your financial records, improve accuracy, and enhance the overall integrity of your books. This process will not only provide you with a clearer picture of your financial standing but also enable you to make more informed decisions based on reliable data.
